Transactions, Associate
About the role
We are seeking an Associate to join our Transactions group. This role is based in either our NYC or Dallas office and is a hybrid role with the flexibility to work remotely 2 days a week.
Responsibilities
- Support client teams and larger, more complex projects in planning and executing operational diligence, merger integration and carve-out initiatives, to include:
- Day 1 readiness
- TSA development and operationalization
- 100-day plans
- Synergy identification and model development
- Program and workstream-level project management
- Executive/sponsor reporting
- Depending on the size of the engagement, support or lead the IMO / SMO, including development of functional integration and carve-out plans and execution activities, with heavy focus on cross-functional interdependencies by:
- Facilitating due diligence meetings focused on identifying operational and technology strategy, organizational structures, current state business processes and enabling technology
- Understand client strategy and investment priorities and embed those in our engagement deliverables
- Aid in the development of presentations for client proposals and thought leadership materials
- Drive the development and enhancement of Accordion’s M&A methodologies (diligence, merger integration, carve-out, etc.) and approaches to client delivery
- Mentor and coach our consultants
- Travel to client site as needed
Requirements
- Minimum of 2+ years of professional experience working in operational/ commercial diligence, merger integration, carve-outs, business transformation and change management
- Functional expertise in a variety of areas and in at least two or more of the following:
- Finance & Accounting
- Information Technology
- Human Resources
- Supply Chain
- Commercial / Sales & Marketing
- Consulting firm / industry experience preferred
- IMO / SMO / PMO experience required
Qualifications
- Outstanding written and verbal communication skills to influence both internal and external relationships
- Superior problem-solving and analytical skills that can be utilized to translate disparate data into meaningful insights for our clients
- Private industry experience preferred
- Prior experience serving interim or permanent finance roles (i.e. VP Finance, Controller or CFO) helpful but not required
Skills
- Knowledgeable about the relationship between Private Equity sponsors and their portfolio companies, particularly within the office of the CFO
- Willing to get your hands dirty in the details of a project while simultaneously seeing the whole picture
- Comfortable managing projects with multiple complex workstreams while also focused on your single workstream (you are managing and doing)
- A self-starter with a strong work ethic
- Full of entrepreneurial spirit and comfortable in a fluid, flat organization
- Able to effectively communicate complex issues and solutions, and raise issues to senior team members when necessary
- A team player, able to work with team members across all levels
- Someone who enjoys mentoring others and doing meaningful work
- A leader of others; you lead by example
Benefits
The annual salary for this role ranges from: $121,000 to $175,000 USD + benefits + bonus. Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, education, certifications, cost of labor and internal equity.
Pay
The annual salary for this role ranges from: $121,000 to $175,000 USD + benefits + bonus. Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, education, certifications, cost of labor and internal equity.
Schedule
This role is a hybrid role with the flexibility to work remotely 2 days a week.